Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Q2 2025 Review and Q3 Outlook
Rapid Recovery Amid Uncertainty After a turbulent spring marked by sharp market declines, equity markets staged a rebound in the second quarter....
Social Security: It’s Just One Piece of Your Retirement
You’ve worked hard, made smart decisions, and balanced competing priorities—now it’s time to make sure your retirement planning reflects all of...
Becoming Tax Savvy for Your Financial Future
You don’t need to become a tax expert—but understanding how taxes affect your income, investments, and financial choices can be a powerful form...
Preparing for Launch: Getting Ready for Retirement
I surrounded myself with all (well, most) of the books, cards, certificates, awards, swag, and other gifts I’ve received over the 31+ years of working in this profession. I’m holding the original letter I received from KMS when I first got appointed as a registered rep in 1994. For those with eagle eyes, there’s also my original HP calculator, my infamous magic 8 ball (which never got market predictions correct), the corny “tack” shelter that a client made for me, and several versions of the JBA logo & color scheme.
When There’s No Will: How Siblings Can Fairly Divide an Estate
We emphasize the importance of having a clear estate plan—so when the time comes, loved ones aren’t left with uncertainty or surprises. We’ve...
The Future of Wealth is Female. Are You Ready?
The Great Wealth Transfer is already underway, with women poised to inherit and control an estimated $34 trillion – that’s within the next five...
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